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Brigham Taylor Ballard

Investment adviser representative at Driven Investments LLC
12 yearsExperience
1 stateRegistered in
$239.2MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Driven Investments LLCApr 2023 to now
  2. Self EmployedMay 2014 to now
  3. Northwestern MutualDec 2022 to Apr 2023
  4. The Schrub Care CompanyMay 2022 to Dec 2022
  5. EducationDec 2021 to May 2022
  6. Krispy KremeOct 2021 to Dec 2021
  7. EducationJul 2019 to Oct 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (UT).

Driven Investments LLC

$239.2MAssets managed
1,192Clients
9Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7662008
Firm CRD
310095
Advisor's SEC record (opens in a new tab)
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